Afternoon all, Is there a way to make it so that when user mark a deal as lost then it has to be ap

Glen Urquhart
Glen Urquhart Member Posts: 1
edited May 2022 in Sales CRM #1

 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited May 2021 #2

    Set up an automation to create an activity for the line manager to review the deal after it is marked lost.